CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.38M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.18M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$7.83M
2
+$2.42M
3
+$1.72M
4
LYV icon
Live Nation Entertainment
LYV
+$1.58M
5
CTXS
Citrix Systems Inc
CTXS
+$1.11M

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 9.57%
3 Healthcare 7.77%
4 Financials 7.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$485K 0.16%
10,053
-7,986
127
$479K 0.16%
8,447
-11
128
$478K 0.16%
7,074
-822
129
$472K 0.16%
6,333
+761
130
$469K 0.16%
4,675
-5
131
$468K 0.16%
12,347
-14
132
$466K 0.16%
7,521
-7,547
133
$466K 0.16%
3,630
-4,127
134
$465K 0.16%
10,024
-11
135
$464K 0.16%
5,154
-2,038
136
$455K 0.15%
+1,535
137
$449K 0.15%
16,643
-15,726
138
$439K 0.15%
9,069
-11
139
$436K 0.15%
12,802
-1,492
140
$433K 0.15%
1,722
-2
141
$430K 0.15%
9,179
-897
142
$425K 0.14%
2,092
-243
143
$421K 0.14%
3,159
-4
144
$420K 0.14%
6,697
-778
145
$419K 0.14%
+44,362
146
$414K 0.14%
12,545
+2,770
147
$408K 0.14%
9,009
-10
148
$404K 0.14%
4,752
-554
149
$389K 0.13%
557
-505
150
$383K 0.13%
5,200
-4
4 5
6
7 8